Learn how to set up and use lead sources to report on where your leads are coming from and which sources aren't as valuable as expected.
Leads can be associated with one or more Sources. Use them to represent how the lead was discovered, e.g. ‘Television campaign,’ ‘Cold call,’ or ‘Web beta signup.’ Remember, Sources can only be added to Leads.
Why are they important?
The value in using Nutshell is letting it remember everything about your customers, including where you met your Leads. Add Sources to your Leads to remember where they came from.
- Click Setup
- Click Sources
- Click "Add source..."
- Add a name and click "New source" to save
Can I automatically add Sources to Leads?
If you are funneling your Leads into Nutshell via a form, Sources will automatically be added to Leads. Learn more about using forms with Nutshell.